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YOUR ENTERPRISE,
SIMPLIFIED
Todays Presenters
2
DES CONNOLLY
Sales Director EMEA
GEORGE HRAWI
Pre-sale Consultant
g.hrawi@everteam.comd.connolly@everteam.com
++44 (0)75 1995 6699
3
Everteam connects
people, process and content
to improve customer experience,
streamline business processes,
optimize records management,
and adhere to compliance requirements.
Everteam Company Highlights
4
►Over 25 Years of ECM and BPM Leadership
►1000+ Customers on Five Continents
►Extensive experience implementing industry
solutions to address complex business
requirements
►Cited as Leaders by Prominent Analyst Firms
►Acquired Intalio to Incorporate Leading iBPMs
technology into ECM platform
Life
Sciences
Engineering Insurance Media Public
Sector
Key Verticals & Customers
What the Industry Influencers Say About Everteam
5
“Everteam’s customers appreciate the easiness of use of the
products.” | 2014
“Everteam, in the worldwide top 10 of
ECM solutions.” | 2013
“Everteam has one of the most organically developed offering on
the same platform.” | 2015
“Strong Performer that offers increasingly credible alternatives to
the traditional suite vendors, particularly for clients with a clear
cloud-first,
mobile-friendly, or analytics-driven content management agenda.”
| 2015
“The Everteam solution is amongst the best
ECM systems reviewed by CXP.” | 2015
Today’s Market Drivers
6
✓ Digitization and modernization trends
driving increased focus on user
experience
✓ Increased regulatory and information
governance requirements and
concerns
✓ Cost and resource burdens for legacy
applications and processes driving
modernization and archiving projects
✓ Demand for purpose-built, vertically-
specific applications
✓ Increased demand for historical
enterprise data to drive business
decisions and differentiation
✓ Mobile workforce demands creating
more need for omni-channel access of
company content and records
✓ Content types continue to proliferate
driving robust requirements for
archiving and information management
✓ Adoption of cloud applications driving
archiving opportunity
Who We Serve
Large to Very Large Enterprises and Agencies across Market Verticals
7
MEDIA & TELECOM
GOVERNMENT
ENERGY & UTILITIESFINANCIAL SERVICES
MANUFACTURING & PHARMA TRANSPORTATION
Global Customer Reach and Support
8
LATAM
North
America
Europe
MEA
APAC
Customer
Presence
Everteam
Presence
We Engage with You Directly or Through Global Partners
everteam
industry
solutions
everteam
applications
everteam
platform
9
Everteam Product
Portfolio
SEARCH & ANALYTICS everteam.analytics
Our Solutions Encompass the Entire Process & Content Lifecycle
11
CONTENT
everteam.content
ARCHIVE
everteam.records
CAPTURE STORE
Digital
Physical Cloud
On-
Premise
WORKFLOW
everteam.case
everteam.iBPMS
Everteam Platforms | ECM and BPM
Breadth and Depth of Technology
12
Product Line Value Proposition
eversuite.case
Document oriented workflow manager, allowing
the processing of documents in different manners
depending on their type.
eversuite.records
Archiving solutions for enterprise records
management, application archiving and industry-
specific compliance requirements
eversuite.analytics
Business insights from your entire information
estate across enterprise applications and records
types
eversuite.iBPMS
Content and process management for complex
business workflows and end-user engagement
EverSuite Platform
Powerful and open ECM and BPM platform for
rapid and custom business solution development
Everteam.ibpms 8.0
George Hrawi
everteam.ibpms
Pre-Sales Consultant
14
everteam.ibpms 8.0 changes everything.
everteam.ibpms delivers a single platform for
collaboration, development, analysis, and
optimization of critical business processes.
Examples of the processes we have automated
15
Customer Support
Ticketing
Proxy Voting
within Financial
Worklfow
Workforce
management
Loans
underwriting
Telecommunication
company uses
everteam.ibpms to
receive and route the
different incidents
reported by customers
Investment management
corporation uses
everteam.ibpms to be in
compliance with the
proxy voting procedures
A brewing company
uses everteam.ibpms
to optimize the
allocation of their
workers in production
lines
Real estate financial
services company
uses everteam.ibpms
to manage all the
details of their loans
underwriting processes
Review and
Approval of Media
Assets
Media company uses
everteam.ibpms to
manage the lifecycle
of the digital assets
of their marketing
operation
Service
provisioning
Telecommunication
company uses
everteam.ibpms to manage
the different systems
involved in activating
services to customers
Range of implementations across industries and use cases
everteam.ibpms Platform Overview
16
Technology
Enabler
Security &
Compliance
Analyst
Workbench
Integrate existing
application and
systems for
seamless
workflow
User
management, and
security
administration
User-friendly
process modeling
for the business
users
Process
Agility
Business User
driven,
continuous
innovation in real-
time
Actionable
Dashboards
Real-time
reporting and
process activity
tracking with
detail drill down
Integration
Open platform to
easily integrate
with business
critical systems
and applications
A non opinionated BPM platform with a low-code development approach focused in delivery long term
reliable and high performance process automation
17
The path to success starts by unlocking the knowledge
and experience from those that own and are responsible
for an specific process. Often these business experts are
forced to explain to IT how the process should work or
are given tools that enforce technical concepts too early
in the project lifecycle. These situations create
unnecesary challenges that disrupt the creative and
collaborative engagement needed to understand how a
process should and can work.
Analyst Workbench is a web-based BPMN 2.0
collaborative modeling environment. It allows non-
technical users to model and document their business
processes with a strong focus on collaboration and
knowledge sharing. Modeled processes can be imported
in everteam.designer for further automation and
deployment.
Business users
taking control of
their processes
Feature Spotlight: Analyst Workbench
18
Analyst Workbench empowers business users to lead process discovery, definition, and modeling. By leveraging
collaboration and documentation features embeddded in the Analyst Workbench, non-technical users can
iterate and model processes until the desired behavior is reflected in their own diagram. These diagrams not only
become corporate knowledge ready to be shared with the organization, they also can be delivered to
process engineers in IT to be turned into live processes.
Analyst Workbench
19
For those performing processes and tasks, the idea of an
automated solution may sound scary. "What if I need
something else?" "What will I do if some case needs
some unexpected processing?" These concerns can lead
to additional-- and long -- requirements that reflect users
trying to cover every possible scenario. More
requirements can’t guarantee that all possibilities will be
covered -- but do disrupt the project team’s ability to
deliver a solution in a timely manner.
Adhoc Processing delivers support for adding new,
human-driven activities to an automated process
instance at runtime. Users are in control of the new task
placement in relation to the current tasks. New tasks
inherit all the process context and execute as if they
were modeled in the original process diagram.
Automate processes
without
compromising
flexibility
Feature Spotlight: AdHoc Processing
20
Business users have traditionally feared that automated processes would limit their ability to
react to unpredictable scenarios. Ad Hoc tasks remove that fear by giving users full control of any
new/special tasks that need to be included in a particular process instance - without compromising
BPM abilities to audit the complete process execution.
Adhoc Processing
21
When process activities are executed by a dedicated
team, running a high-performance operation depends on
the ability to maximize the productivity of team members
and to intervene in real-time. As more businesses
support their high-volume processes using BPM
technology, more features are needed to ensure high
efficiency without compromising control.
Task balancing features provide out-of-the-box
algorithms and support plugging in new ones to distribute
human tasks across a group of process participants.
Once deployed, our team dashboards offers team
managers visibility into processes in progress and the
capability to intervene when necessary.
Feature Spotlight: Team Operations
22
Better visibility for
the front line of
process execution
Team managers can direct the process model to distrubute tasks in the patterns that
deliver better results and still closely monitor team performance in real time. As team managers
feel more comfortable supporting operations with automated solutions, more processes
will be candidates for automation leading to an increased understanding, control, and
productivity of business operations.
Team Operations
23
Processes tasks usually deliver the basic information
needed by the task worker to complete the tasks. Still,
context is relevant. "What happened before this task?"
"What conversation did my teammates have about this
particular case?" "How can I team up with my peers to
get this done?" All of these are reasonable requests from
task workers while completing tasks. Still, there is
resistance to implementing these capabilities in each
process task.
Human tasks now come with a rich context that allows
process workers to collaborate with peers via
conversations and by sharing the tasks and related files.
everteam.ibpms 8.0 also includes features to understand
the history of the process instance and the ability to see
exactly where is the current task located in the process
model.
Empowering those
that get things done
Feature Spotlight: Tasks Context
24
By giving tasks workers richer understanding of thier tasks and tools to collaborate, fewer
requirements will be pushed to process engineers, thus reducing the time-to-market of the
automated processes. Also, these extra tools facilitate the work needed to complete tasks,
delivering higher productivity and better process results.
Tasks Context
25
Process owners and responsible stakeholders need to
understand how is the operation performing and to be
able to identify trends that could lead to opportunities.
Being able to see day-to-day details and easily jump to
an aggregated view of key processes is critical to support
the ongoing effort of achieving business objectives.
Common task execution performance metrics are
collected by default without requiring any effort from
developers or users.
Users can create and share customized dashboards that
summarize the status and common performance metrics
of deployed processes.
Effortless and
secure process
performance
monitoring
Feature Spotlight: BAM Dashboards
26
Process performance insights are a basic benefit that customers seek when implementing BPM.
By removing the development effort to collect the most common data and allowing administrators
to create as many dashboards as needed to ensure the accessibility of the summarized information,
customers can expect out-of-the-box value and reduce their development effort.
BAM Dashboards
27
CHALLENGE:
Update processes for review, approval and routing of
ever increasing and massive volume of content while
addressing increasing global demand.
SOLUTION:
Everteam enables all aspects of the delivery model to
work together, delivering data between and among
products from several other vendors, orchestrating
media content flow on demand over more than a dozen
major workflows, accurately, reliably, quickly, and
scalably.
Everteam iBPMS
Customer Spotlight: Sky UK
28
Thank You
APPENDIX
Who We Serve
Enterprises and Agencies across Market Verticals
31
MEDIA & TELECOM
Who We Serve
Enterprises and Agencies across Market Verticals
32
FINANCIAL SERVICES
Who We Serve
Enterprises and Agencies across Market Verticals
33
ENERGY AND UTILITIES
Who We Serve
Enterprises and Agencies across Market Verticals
34
GOVERNMENT
Who We Serve
Enterprises and Agencies across Market Verticals
35
MANUFACTURING
Who We Serve
Enterprises and Agencies across Market Verticals
36
TRANSPORTATION

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Becoming Agile With BPM

  • 2. Todays Presenters 2 DES CONNOLLY Sales Director EMEA GEORGE HRAWI Pre-sale Consultant g.hrawi@everteam.comd.connolly@everteam.com ++44 (0)75 1995 6699
  • 3. 3 Everteam connects people, process and content to improve customer experience, streamline business processes, optimize records management, and adhere to compliance requirements.
  • 4. Everteam Company Highlights 4 ►Over 25 Years of ECM and BPM Leadership ►1000+ Customers on Five Continents ►Extensive experience implementing industry solutions to address complex business requirements ►Cited as Leaders by Prominent Analyst Firms ►Acquired Intalio to Incorporate Leading iBPMs technology into ECM platform Life Sciences Engineering Insurance Media Public Sector Key Verticals & Customers
  • 5. What the Industry Influencers Say About Everteam 5 “Everteam’s customers appreciate the easiness of use of the products.” | 2014 “Everteam, in the worldwide top 10 of ECM solutions.” | 2013 “Everteam has one of the most organically developed offering on the same platform.” | 2015 “Strong Performer that offers increasingly credible alternatives to the traditional suite vendors, particularly for clients with a clear cloud-first, mobile-friendly, or analytics-driven content management agenda.” | 2015 “The Everteam solution is amongst the best ECM systems reviewed by CXP.” | 2015
  • 6. Today’s Market Drivers 6 ✓ Digitization and modernization trends driving increased focus on user experience ✓ Increased regulatory and information governance requirements and concerns ✓ Cost and resource burdens for legacy applications and processes driving modernization and archiving projects ✓ Demand for purpose-built, vertically- specific applications ✓ Increased demand for historical enterprise data to drive business decisions and differentiation ✓ Mobile workforce demands creating more need for omni-channel access of company content and records ✓ Content types continue to proliferate driving robust requirements for archiving and information management ✓ Adoption of cloud applications driving archiving opportunity
  • 7. Who We Serve Large to Very Large Enterprises and Agencies across Market Verticals 7 MEDIA & TELECOM GOVERNMENT ENERGY & UTILITIESFINANCIAL SERVICES MANUFACTURING & PHARMA TRANSPORTATION
  • 8. Global Customer Reach and Support 8 LATAM North America Europe MEA APAC Customer Presence Everteam Presence
  • 9. We Engage with You Directly or Through Global Partners everteam industry solutions everteam applications everteam platform 9
  • 11. SEARCH & ANALYTICS everteam.analytics Our Solutions Encompass the Entire Process & Content Lifecycle 11 CONTENT everteam.content ARCHIVE everteam.records CAPTURE STORE Digital Physical Cloud On- Premise WORKFLOW everteam.case everteam.iBPMS Everteam Platforms | ECM and BPM
  • 12. Breadth and Depth of Technology 12 Product Line Value Proposition eversuite.case Document oriented workflow manager, allowing the processing of documents in different manners depending on their type. eversuite.records Archiving solutions for enterprise records management, application archiving and industry- specific compliance requirements eversuite.analytics Business insights from your entire information estate across enterprise applications and records types eversuite.iBPMS Content and process management for complex business workflows and end-user engagement EverSuite Platform Powerful and open ECM and BPM platform for rapid and custom business solution development
  • 14. 14 everteam.ibpms 8.0 changes everything. everteam.ibpms delivers a single platform for collaboration, development, analysis, and optimization of critical business processes.
  • 15. Examples of the processes we have automated 15 Customer Support Ticketing Proxy Voting within Financial Worklfow Workforce management Loans underwriting Telecommunication company uses everteam.ibpms to receive and route the different incidents reported by customers Investment management corporation uses everteam.ibpms to be in compliance with the proxy voting procedures A brewing company uses everteam.ibpms to optimize the allocation of their workers in production lines Real estate financial services company uses everteam.ibpms to manage all the details of their loans underwriting processes Review and Approval of Media Assets Media company uses everteam.ibpms to manage the lifecycle of the digital assets of their marketing operation Service provisioning Telecommunication company uses everteam.ibpms to manage the different systems involved in activating services to customers Range of implementations across industries and use cases
  • 16. everteam.ibpms Platform Overview 16 Technology Enabler Security & Compliance Analyst Workbench Integrate existing application and systems for seamless workflow User management, and security administration User-friendly process modeling for the business users Process Agility Business User driven, continuous innovation in real- time Actionable Dashboards Real-time reporting and process activity tracking with detail drill down Integration Open platform to easily integrate with business critical systems and applications A non opinionated BPM platform with a low-code development approach focused in delivery long term reliable and high performance process automation
  • 17. 17
  • 18. The path to success starts by unlocking the knowledge and experience from those that own and are responsible for an specific process. Often these business experts are forced to explain to IT how the process should work or are given tools that enforce technical concepts too early in the project lifecycle. These situations create unnecesary challenges that disrupt the creative and collaborative engagement needed to understand how a process should and can work. Analyst Workbench is a web-based BPMN 2.0 collaborative modeling environment. It allows non- technical users to model and document their business processes with a strong focus on collaboration and knowledge sharing. Modeled processes can be imported in everteam.designer for further automation and deployment. Business users taking control of their processes Feature Spotlight: Analyst Workbench 18
  • 19. Analyst Workbench empowers business users to lead process discovery, definition, and modeling. By leveraging collaboration and documentation features embeddded in the Analyst Workbench, non-technical users can iterate and model processes until the desired behavior is reflected in their own diagram. These diagrams not only become corporate knowledge ready to be shared with the organization, they also can be delivered to process engineers in IT to be turned into live processes. Analyst Workbench 19
  • 20. For those performing processes and tasks, the idea of an automated solution may sound scary. "What if I need something else?" "What will I do if some case needs some unexpected processing?" These concerns can lead to additional-- and long -- requirements that reflect users trying to cover every possible scenario. More requirements can’t guarantee that all possibilities will be covered -- but do disrupt the project team’s ability to deliver a solution in a timely manner. Adhoc Processing delivers support for adding new, human-driven activities to an automated process instance at runtime. Users are in control of the new task placement in relation to the current tasks. New tasks inherit all the process context and execute as if they were modeled in the original process diagram. Automate processes without compromising flexibility Feature Spotlight: AdHoc Processing 20
  • 21. Business users have traditionally feared that automated processes would limit their ability to react to unpredictable scenarios. Ad Hoc tasks remove that fear by giving users full control of any new/special tasks that need to be included in a particular process instance - without compromising BPM abilities to audit the complete process execution. Adhoc Processing 21
  • 22. When process activities are executed by a dedicated team, running a high-performance operation depends on the ability to maximize the productivity of team members and to intervene in real-time. As more businesses support their high-volume processes using BPM technology, more features are needed to ensure high efficiency without compromising control. Task balancing features provide out-of-the-box algorithms and support plugging in new ones to distribute human tasks across a group of process participants. Once deployed, our team dashboards offers team managers visibility into processes in progress and the capability to intervene when necessary. Feature Spotlight: Team Operations 22 Better visibility for the front line of process execution
  • 23. Team managers can direct the process model to distrubute tasks in the patterns that deliver better results and still closely monitor team performance in real time. As team managers feel more comfortable supporting operations with automated solutions, more processes will be candidates for automation leading to an increased understanding, control, and productivity of business operations. Team Operations 23
  • 24. Processes tasks usually deliver the basic information needed by the task worker to complete the tasks. Still, context is relevant. "What happened before this task?" "What conversation did my teammates have about this particular case?" "How can I team up with my peers to get this done?" All of these are reasonable requests from task workers while completing tasks. Still, there is resistance to implementing these capabilities in each process task. Human tasks now come with a rich context that allows process workers to collaborate with peers via conversations and by sharing the tasks and related files. everteam.ibpms 8.0 also includes features to understand the history of the process instance and the ability to see exactly where is the current task located in the process model. Empowering those that get things done Feature Spotlight: Tasks Context 24
  • 25. By giving tasks workers richer understanding of thier tasks and tools to collaborate, fewer requirements will be pushed to process engineers, thus reducing the time-to-market of the automated processes. Also, these extra tools facilitate the work needed to complete tasks, delivering higher productivity and better process results. Tasks Context 25
  • 26. Process owners and responsible stakeholders need to understand how is the operation performing and to be able to identify trends that could lead to opportunities. Being able to see day-to-day details and easily jump to an aggregated view of key processes is critical to support the ongoing effort of achieving business objectives. Common task execution performance metrics are collected by default without requiring any effort from developers or users. Users can create and share customized dashboards that summarize the status and common performance metrics of deployed processes. Effortless and secure process performance monitoring Feature Spotlight: BAM Dashboards 26
  • 27. Process performance insights are a basic benefit that customers seek when implementing BPM. By removing the development effort to collect the most common data and allowing administrators to create as many dashboards as needed to ensure the accessibility of the summarized information, customers can expect out-of-the-box value and reduce their development effort. BAM Dashboards 27
  • 28. CHALLENGE: Update processes for review, approval and routing of ever increasing and massive volume of content while addressing increasing global demand. SOLUTION: Everteam enables all aspects of the delivery model to work together, delivering data between and among products from several other vendors, orchestrating media content flow on demand over more than a dozen major workflows, accurately, reliably, quickly, and scalably. Everteam iBPMS Customer Spotlight: Sky UK 28
  • 31. Who We Serve Enterprises and Agencies across Market Verticals 31 MEDIA & TELECOM
  • 32. Who We Serve Enterprises and Agencies across Market Verticals 32 FINANCIAL SERVICES
  • 33. Who We Serve Enterprises and Agencies across Market Verticals 33 ENERGY AND UTILITIES
  • 34. Who We Serve Enterprises and Agencies across Market Verticals 34 GOVERNMENT
  • 35. Who We Serve Enterprises and Agencies across Market Verticals 35 MANUFACTURING
  • 36. Who We Serve Enterprises and Agencies across Market Verticals 36 TRANSPORTATION